SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.65M
3
+$1.57M
4
KIM icon
Kimco Realty
KIM
+$1.36M
5
MAC icon
Macerich
MAC
+$1.35M

Top Sells

1
+$25.1M
2
+$10.5M
3
+$5.04M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
META icon
Meta Platforms (Facebook)
META
+$2.16M

Sector Composition

1 Real Estate 1.89%
2 Financials 1.69%
3 Healthcare 1.61%
4 Utilities 1.52%
5 Technology 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$337M 34.46%
1,260,965
-18,875
2
$86.8M 8.89%
1,046,600
3
$75.4M 7.72%
1,072,843
+39,900
4
$54.4M 5.57%
1,710,549
5
$46.1M 4.72%
296,050
-9,000
6
$25M 2.56%
391,252
7
$22.7M 2.32%
84,279
8
$22M 2.25%
89,724
+10,799
9
$21.3M 2.18%
175,056
-206,475
10
$17.3M 1.77%
316,427
+4,156
11
$15.7M 1.61%
563,591
12
$14.6M 1.5%
176,758
13
$12.9M 1.32%
130,962
14
$10.9M 1.11%
143,547
15
$9.21M 0.94%
257,100
-550
16
$8.65M 0.89%
151,980
17
$6.96M 0.71%
81,222
+7,723
18
$6.4M 0.66%
88,606
19
$6.1M 0.62%
44,453
-7,989
20
$6.04M 0.62%
17,500
21
$5M 0.51%
83,339
-19,425
22
$4.02M 0.41%
62,906
+6,200
23
$3.85M 0.39%
63,018
-2,036
24
$3.16M 0.32%
52,254
25
$3.09M 0.32%
58,594
1
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